Financial Partners Group (Tennessee)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-975
| Closed | -$574K | – | 83 |
|
|
2024
Q4 | $574K | Buy |
975
+127
| +15% | +$74.7K | 0.24% | 64 |
|
|
2024
Q3 | $489K | Buy |
848
+4
| +0.5% | +$2.31K | 0.18% | 70 |
|
|
2024
Q2 | $462K | Buy |
844
+2
| +0.2% | +$1.1K | 0.18% | 73 |
|
|
2024
Q1 | $443K | Buy |
842
+3
| +0.4% | +$1.58K | 0.17% | 73 |
|
|
2023
Q4 | $401K | Buy |
839
+7
| +0.8% | +$3.34K | 0.18% | 67 |
|
|
2023
Q3 | $357K | Hold |
832
| – | – | 0.17% | 67 |
|
|
2023
Q2 | $371K | Buy |
832
+3
| +0.4% | +$1.34K | 0.19% | 62 |
|
|
2023
Q1 | $341K | Buy |
829
+3
| +0.4% | +$1.23K | 0.18% | 64 |
|
|
2022
Q4 | $317K | Buy |
+826
| New | +$317K | 0.19% | 60 |
|